AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
JW

Jamie William McDonald

Iowa·CRD #4419754
Dual-registered

Dual-registered at NATIONS FINANCIAL GROUP, INC.

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
JW

Jamie Winger

Colorado·CRD #6721527
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
JJ

Jami Jean Wolsiefer

Indiana·CRD #7110399
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JA

Jamil Atuazi Barnes

New Jersey·CRD #6428025
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
JK

Jamilette Krempecke

Texas·CRD #4626925
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
23 yrs
States
1
Exams
6
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jamin Micah King

South Carolina·CRD #5368519
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
2
Exams
6
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jamisen Michael Allen

Texas·CRD #6097657
Dual-registered

Dual-registered at SAGE ADVISORY SERVICES LTD CO

Experience
14 yrs
States
1
Exams
3
Since
2012
Fee
AUM / Flat Fee
View profile
JC

Jamison Carl Edward Bowman Sr

Tennessee·CRD #801921
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
51 yrs
States
1
Exams
7
Since
1975
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jamison David Imhoff

Kentucky·CRD #6068467
IA Rep

Investment Adviser Rep at HBW ADVISORY SERVICES LLC

Experience
13 yrs
States
2
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
JS

Jamison Scott Sanders

Virginia·CRD #8089874
IA Rep

Investment Adviser Rep at REGAL INVESTMENT ADVISORS LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JL

Jammi Lee McClead

Ohio·CRD #6955956
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
JM

Jammy Michel

Florida·CRD #7325182
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jamye A. Moore

California·CRD #4557470
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Jana Calender Burke

Georgia·CRD #3003881
Dual-registered

Dual-registered at INDEPENDENT ADVISOR ALLIANCE, LLC

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
JD

Jana Danielle Philips

Texas·CRD #6592154
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Flat Fee
View profile
JE

Jana Elizabeth Carter

Texas·CRD #8051031
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JC

Janai Christine Rider

Tennessee·CRD #3125045
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
JR

Janaina Ribeiro

Florida·CRD #5409951
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
16 yrs
States
2
Exams
4
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jan Alane Wysocki

N/A·CRD #2775929
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
27 yrs
Exams
6
Since
1999
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
JL

Jana Latrell McCrary

Texas·CRD #2803250
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jana Lavanway

Arizona·CRD #5590378
Dual-registered

Dual-registered at JUNCTURE WEALTH STRATEGIES, LLC

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Flat Fee
View profile
JL

Jana Lea Stiss

Colorado·CRD #7166935
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
3
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JJ

Janan J Sarsam-Dippel

Nebraska·CRD #3195097
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
JA

Jan Ann Neptune

Florida·CRD #6668857
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Financial Advisors - Page 1473 | AdvisorFinder